As of November 30, 2024
This portfolio seeks to provide long-term growth with a potential for a modest level of income by investing primarily in passive index ETFs with exposure to a portfolio of global publicly traded equity securities. This portfolio includes exposure to clean technology investments with 5% of the portfolio. This portfolio is managed by our affiliate, CI Global Asset Management, a sub-advisor for CI Direct Investing.
The minimum initial investment amount for this portfolio is $50,000.
Asset Mix
| 28% | Canadian Equities |
| 20% | International Equities |
| 19% | US Equities |
| 12% | Government Bonds |
| 8% | Emerging Markets |
| 5% | CleanTech |
| 4% | Corporate Bonds |
| 3% | Fixed Income |
| 1% | Money Market |
Investments
Features
Features of this portfolio include:
Benefits
MER: 0.25%
MER stands for Management Expense Ratio. Like every other investment, you pay built-in MER fees to the company providing the investment, not to CI Direct Investing. You won’t see this money deducted from your account, but we thought you should know about it.
